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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Amanda Pierce (CRD# 6579356) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Andrew Pleat (CRD# 3073662) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
Mark Ripley (CRD# 2798199) is an Investment Advisor Representative working at Lpl Financial LLC in Glens Falls, NY and has over 26 years of experience in the finance industry. Mark Ripley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kellyann Risler (CRD# 6597585) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Salvatore Romano (CRD# 2367933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Stephen Rosamino (CRD# 5804721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Kelly Rueckert (CRD# 4658591) is an Investment Advisor Representative working at Cerity Partners LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
James Rutherford (CRD# 2053702) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 33 years of experience in the finance industry.
Matthew Salisbury (CRD# 5718377) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
Erin Santspree (CRD# 5061965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga Springs, NY and has over 17 years of experience in the finance industry.